Who owns the SCHWAB ADVISOR PORTFOLIO CONNECT trademark?

The SCHWAB ADVISOR PORTFOLIO CONNECT trademark is owned by Charles Schwab & Co., Inc..

What is the serial number for SCHWAB ADVISOR PORTFOLIO CONNECT?

The USPTO serial number for SCHWAB ADVISOR PORTFOLIO CONNECT is 86685746.

What is the registration number for SCHWAB ADVISOR PORTFOLIO CONNECT?

SCHWAB ADVISOR PORTFOLIO CONNECT is registered under USPTO registration number 5715756.

SCH

USPTO Trademark Record

REGISTERED

SCHWAB ADVISOR PORTFOLIO CONNECT

Q: What class is the SCHWAB ADVISOR PORTFOLIO CONNECT trademark registered in?

The SCHWAB ADVISOR PORTFOLIO CONNECT trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

SN 86685746·Reg 5715756·Filed Jul 07, 2015

Owner Charles Schwab & Co., Inc.

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

SCHWAB ADVISOR PORTFOLIO CONNECT (Serial No. 86685746), Registration No. 5715756, is a registered US trademark filed on Jul 07, 2015 by Charles Schwab & Co., Inc.. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

Section 8/9 declaration window: April 02, 2029

Mark Intelligence

SCHWAB ADVISOR PORTFOLIO CONNECT (Reg. #5715756) is a registered US trademark that has been protecting its owner, Charles Schwab & Co., Inc., since 2015. The mark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services) and Class 042 (Scientific, technology & SaaS services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se.... The mark faced 1 opposition proceeding during prosecution.

FILED

Jul 07, 2015

SERIAL

86685746

REG#

5715756

REGISTERED

Apr 02, 2019

Owner

Applicant

Charles Schwab & Co., Inc.

Entity

Corporation

State

Address

3000 Schwab Way, Westlake, TX, 76262

Country

Attorney

NameLouise Arnott

Law firm

Louise Arnott Michael Best & Friedrich LLP

Docket

888677-0157

Address

444 W. Lake Street, Suite 3200, Michael Best & Friedrich LLP, Chicago, IL 60606, United States

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Filing Information

StatusREGISTERED

Filing DateJul 07, 2015

Serial Number86685746

Registration No.5715756

Registration DateApr 02, 2019

Status DateJul 10, 2025

Published for OppositionDec 01, 2015

Next RenewalApril 02, 2029

Mark TypeStandard characters

Attorney Docket888677-0157

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2015

YEARS AGO

11y

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Oct 01, 2018

First use in commerce: Oct 01, 2018

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 01, 2018

First use in commerce: Oct 01, 2018

Financial, monetary and banking services; insurance services; real estate services.

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Oct 01, 2018

First use in commerce: Oct 01, 2018

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

61 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 10, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jul 10, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jul 10, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

Mar 12, 2025

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Apr 02, 2024

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 07, 2023

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 07, 2023

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Dec 07, 2023

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Dec 07, 2023

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 07, 2023

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jan 30, 2023

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 30, 2023

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Jan 30, 2023

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jan 30, 2023

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Apr 02, 2019

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Feb 26, 2019

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Feb 25, 2019

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Jan 31, 2019

STATEMENT OF USE PROCESSING COMPLETE

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jan 24, 2019

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 24, 2019

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS STATEMENT OF USE RECEIVED

Jan 24, 2019

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Jan 24, 2019

USE AMENDMENT FILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jul 11, 2018

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jul 11, 2018

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Jul 07, 2018

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jul 06, 2018

CASE ASSIGNED TO INTENT TO USE PARALEGAL

SOU EXTENSION 5 GRANTED

Jul 06, 2018

SOU EXTENSION 5 GRANTED

SOU TEAS EXTENSION RECEIVED

Jun 29, 2018

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 5 FILED

Jun 29, 2018

SOU EXTENSION 5 FILED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Jan 12, 2018

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

SOU TEAS EXTENSION RECEIVED

Jan 10, 2018

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 4 FILED

Jan 10, 2018

SOU EXTENSION 4 FILED

SOU EXTENSION 4 GRANTED

Jan 10, 2018

SOU EXTENSION 4 GRANTED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Jul 04, 2017

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

SOU TEAS EXTENSION RECEIVED

Jun 30, 2017

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 3 FILED

Jun 30, 2017

SOU EXTENSION 3 FILED

SOU EXTENSION 3 GRANTED

Jun 30, 2017

SOU EXTENSION 3 GRANTED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Dec 30, 2016

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

SOU TEAS EXTENSION RECEIVED

Dec 28, 2016

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 2 FILED

Dec 28, 2016

SOU EXTENSION 2 FILED

SOU EXTENSION 2 GRANTED

Dec 28, 2016

SOU EXTENSION 2 GRANTED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Jul 02, 2016

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

SOU TEAS EXTENSION RECEIVED

Jun 30, 2016

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 1 FILED

Jun 30, 2016

SOU EXTENSION 1 FILED

SOU EXTENSION 1 GRANTED

Jun 30, 2016

SOU EXTENSION 1 GRANTED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jan 26, 2016

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Dec 01, 2015

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Dec 01, 2015

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 11, 2015

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

LAW OFFICE PUBLICATION REVIEW COMPLETED

Oct 29, 2015

LAW OFFICE PUBLICATION REVIEW COMPLETED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 27, 2015

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 27, 2015

TEAS/EMAIL CORRESPONDENCE ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 27, 2015

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO LIE

Oct 20, 2015

ASSIGNED TO LIE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 29, 2015

TEAS RESPONSE TO OFFICE ACTION RECEIVED

NON-FINAL ACTION WRITTEN

Sep 13, 2015

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Sep 13, 2015

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Sep 13, 2015

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Sep 05, 2015

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Jul 10, 2015

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 10, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

SCHWAB ADVISOR PORTFOLIO CONNECT

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